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105 hedge funds and large institutions have $458M invested in Twilio in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 24

67% more funds holding

Funds holding: 63105 (+42)

30% more capital invested

Capital invested by funds: $352M → $458M (+$106M)

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

35.96% less ownership

Funds ownership: 97.9%61.94% (-36%)

43% less call options, than puts

Call options by funds: $104M | Put options by funds: $182M

Holders
105
Holders Change
+42
Holders Change %
+66.67%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
66
Increased
21
Reduced
17
Closed
24
Calls
$104M
Puts
$182M
Net Calls
-$77.7M
Net Calls Change
-$77.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$83.5M +$30.3M +605,867 +88%
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.5M +$38.4M +769,685 +2,566%
ACH
3
ArrowMark Colorado Holdings
Colorado
$33.9M +$28.7M +574,861 +1,305%
Coatue Management
4
Coatue Management
New York
$33.8M -$5.01M -100,339 -16%
JG
5
Jefferies Group
New York
$30.4M -$1.4M -28,045 -6%
Bank of America
6
Bank of America
North Carolina
$22.3M +$17.1M +342,330 +9,670%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$19.3M -$37.9M -759,312 -72%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$18.9M +$14.7M +294,100 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$18.1M +$14M +281,210 New
BIT
10
BlackRock Institutional Trust
California
$17.3M +$11.1M +222,213 +478%
Morgan Stanley
11
Morgan Stanley
New York
$13.6M +$10.1M +201,493 +2,108%
UBS Group
12
UBS Group
Switzerland
$13.2M +$10.1M +202,291 +8,342%
Franklin Resources
13
Franklin Resources
California
$6.62M +$469K +9,400 +10%
BFA
14
BlackRock Fund Advisors
California
$6.56M +$5.09M +101,936 New
DCM
15
Driehaus Capital Management
Illinois
$6.27M -$124K -2,491 -2%
State Street
16
State Street
Massachusetts
$6.09M +$4.73M +94,711 New
BG
17
BlackRock Group
United Kingdom
$5.42M -$3.98M -79,650 -49%
SIM
18
Spark Investment Management
New York
$5.32M +$4.13M +82,700 New
Federated Hermes
19
Federated Hermes
Pennsylvania
$5.05M -$3.57M -71,500 -48%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.84M +$3.75M +75,159 New
Jane Street
21
Jane Street
New York
$4.22M +$2.6M +52,053 +387%
GA
22
Geneva Advisors
Illinois
$3.48M -$496K -9,930 -16%
Macquarie Group
23
Macquarie Group
Australia
$3.24M +$2.07M +41,500 +466%
RJA
24
Raymond James & Associates
Florida
$3.08M +$2.39M +47,850 New
DLCIG
25
D.L. Carlson Investment Group
New Hampshire
$3.02M +$2.35M +46,987 New

TWLO Hedge Fund Activity: Q3 2016 in Review

105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q3 2016, worth a combined $458M — up 30% from $352M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TWLO positions and 24 closed out — a net gain of 42 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $38.4M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $138M sold.

  • 105 institutional investors held Twilio (TWLO) as of Q3 2016, up from 63 in Q2 2016.
  • Funds reported $458M of Twilio stock for Q3 2016, up 30% quarter-over-quarter.
  • 66 funds opened new Twilio positions in Q3 2016 and 24 closed out, a net change of +42 holders.
  • The largest Twilio buyer in Q3 2016 was Vanguard Group, an estimated $38.4M added.
  • The largest Twilio seller in Q3 2016 was T. Rowe Price Associates, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2016.